Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 75 of 75 results for "managed discretionary accounts"

Advisers must justify complex products: ASIC

MATT WOODINGTON  |  MONDAY, 14 MAR 2011
ASIC will clamp down on the misuse of Managed Discretionary Accounts (MDAs) and increase scrutiny on advisers recommending capital guaranteed funds. A growing number of advisers are offering structured capital protected and capital guaranteed products. ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... in 2007 by Ian Lister, Darren Pettiona and Suwandi Tan to provide an administration platform for Managed Discretionary Accounts (MDAs) and similar complementing services.

Aust Unity selects DSTi

... future." In particular, Pratt said they will use DSTi's infrastructure to produce reporting for managed discretionary accounts and self managed accounts, a service AUI believes will be increasingly important for boutique fund managers over time. "This ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... managed accounts service is primarily used by boutique dealer groups, which offer individually managed discretionary accounts to SMSFs, individuals, companies, trusts and charitable foundations. Chief executive John McIlroy said while progress had been ...

Patersons' poor compliance under review

... and for any problems to be fixed over the period. "There are considerable risks when operating managed discretionary accounts. Financial services licensees must have comprehensive arrangements in place to manage these risks," said Jan Redfern, ASIC's ...
PAGE:
8